Pilot LMS
✦ Case Processing— End-to-End Case Management

Every case, every detail, fully under control

From the moment a case arrives to the day it ships, our case processing tools give your dental lab complete command over digital impressions, product details, production tasks, and doctor communication — all in one unified workflow.

Explore Case Processing
Pilot LMS
FILTER VIEWS

Find any case in seconds

Create saved filter views tailored to how your team works. Front-office staff can filter by doctor and due date, while production managers can focus on overdue cases or specific product types. Combine any number of filters, save them for quick access, and share views across your team.

Pilot LMS
LISTS

Organize cases your way

Group cases into custom lists for batch processing, shipping runs, or priority queues. Whether you need a daily pull list for your CAD/CAM department or a hold list for cases awaiting doctor approval, lists keep your workflow organized and your team aligned.

Pilot LMS
CASE TASKS

Track every step of production

Every case is broken down into production tasks that flow through your workstations in the right order. Tasks are automatically generated from product templates, scheduled based on due dates, and assigned to technicians — giving you full visibility into where every case stands at any moment.

Pilot LMS
LINE ITEMS

Detailed product-level tracking

Manage every unit on a case with full line item detail — product type, shade, stump shade, notation, quantity, and pricing. Line items drive your production templates, billing calculations, and reporting, ensuring consistency from case entry through invoicing.

Pilot LMS
3D VIEWER

Visualize digital cases in-browser

Review STL files and digital impressions directly within the platform — no third-party software required. Technicians can inspect margins, check occlusion, and verify designs without leaving the case record, speeding up quality checks and reducing back-and-forth with doctors.

Pilot LMS
Automated Warnings
AUTOMATED WARNINGS

Catch issues before they become problems

Configure rules that automatically flag cases when something needs attention — missing shade information, approaching due dates, incomplete scans, or unusual product combinations. Warnings appear directly on the case so your team can resolve issues proactively instead of discovering them at the bench.

Pilot LMS
CASE COMMUNICATION

Keep conversations tied to the case

Every message, email, and note related to a case lives in one place. Whether your front office is coordinating with a doctor about a shade match or a technician has a question about a prep, the full communication history travels with the case from start to finish.

Pilot LMS
IOS Integrations
IOS INTEGRATIONS & MAPPINGS

Seamless digital impression workflows

Connect directly with leading intraoral scanner platforms like iTero, 3Shape, and Medit. Incoming digital impressions are automatically matched to cases and mapped to the correct products and materials — eliminating manual data entry and reducing errors from the moment a scan hits your lab.

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